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Market Cracks Under AI Debt Burden | The Weekly Wrap

Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.

CRWV $34BBAC $377B

Steve Eisman 6h ago 4 clicks

30h ago CRWV $34B

Is The Market Turning The Page?

WHAT ARE WE DOING? “Contrarians At The Gate” 50 clicks

26h ago TBBB $6.8B

PesoRama: Research Flash

Atrium Research - Equity Research 4 clicks

From X

@kab604 Oct 1

kab60 on X

Stock keeps falling, Greg Alexander keeps buying. $GPI skews towards brands doing well (Toyota/Honda (hybrids), Mercedes etc. > Detroit 3 (Stellantis, GM, Ford). Vertu PLC trading at ATH, wonder if there'll be a push to divest Group 1's UK operations at some point. https://t.co/QYQaIRZCgN

@P_Remarks Oct 1

Prepared Remarks on X

$orcl https://t.co/IkUYbJ6Khd

@P_Remarks Oct 1

Prepared Remarks on X

$orcl https://t.co/qX0NM6RCt7

@John_Hempton Sep 30

John_Hempton on X

@SilverBacked737 @ishedtruth444 I know you were not talking to me. But I hope you buy more $AMC anyway.

@John_Hempton Sep 30

John_Hempton on X

@SilverBacked737 @ishedtruth444 I am not mad about you buying $AMC. I have tried to encourage it. Please buy more.

@DeepSailCapital Sep 30 1 click

Deep Sail Capital on X

@P_Remarks $THEON $DLO $TOI.NE

@stockgutter Sep 30

SG on X

Happy $MKTW dividend day for those who celebrate ( $PAGS $EVC too)

@convequity Sep 30

Convequity on X

$PANW and $DDOG both put something real inside the customer's systems that an AI lab cannot recreate by calling SaaS APIs. Palo Alto's install is still harder to replace with AI. 1. Datadog's agents mostly sit outside the traffic and watch production. A bad agent version rarely takes the business down the way a bad firewall rule can. 2. Palo Alto's firewalls and SASE cloud gateways sit inside the traffic and decide what to allow, deny, decrypt or inspect. A wrong allow or deny hits live traffic and live machines. 3. Many Datadog users start the day in a coding agent and open Datadog when something looks wrong. Many Palo Alto users start in its console and stay there through alerts, triage and response. For them, an outside AI agent is an add-on. Cybersecurity work splits two ways on AI risk. Work done before code ships ("shift-left") or from outside the traffic, such as scanning code, checking cloud settings and sorting collected alerts, gives answers that are easy to check. AI agents are already taking over more of it. Work in live traffic and on live machines ("shift-right") means judging whether an attacker is still inside and whether blocking them is safe. That is more ambiguous and mistakes cost more, so enterprises move slower and demand earned trust. Palo Alto is not risk-free. In our view its exposure is the easily checked detection and vulnerability work inside its platform, which AI agents can take over sooner. The threat is not an AI-native firewall startup.

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